With the most recent ClickDimensions update, users now can map form fields used in their ClickDimensions web forms to CRM lookup fields. This includes the out-of-the box lookup fields as well as custom lookup fields. In our last release, we introduced the option to map to the customer/parent account field on the contact record. The concept with this new release will be the same. You will need to create a text type form field and select the lookup field you would like to map to from the mappings dropdown. Below, we will look at some real-world scenarios in which mapping to lookup fields would be helpful.
Please note: The text submitted in the lookup field must match the record exactly (case insensitive). For example, if the account record’s Name field is ClickDimensions, and the posted field value is also ClickDimensions, the parent account will automatically be set to ClickDimensions.
1. Company Name/Parent Account – First, let’s look at the Customer/Parent Account field on the contact record.
Most sites have some type of contact form, and within that form, many have a field for company name. With this new feature, you will not have to manually set the parent account for each contact; this can now automatically happen if the account already exists in CRM.
In the example below, we have a standard text type form field.
When we go to the mappings section from the form field, all we need to do is select the Company Name or Parent Account field from the Contact Map dropdown. Now, when a customer submits a form, the company name will automatically be associated with the Parent Account/Company Name field on the CRM record.
2. Country – Have a sales team that is organized by customer location? You can automatically send the right sales person a submitted form based on the location entered by the customer. Some companies have transitioned from using option set fields and moved towards using lookup fields in these cases. If you have a lookup field created for country, start by creating a text type form field and then select your Company Lookup field in the related mapping dropdown.
3. Product – Do you have more than one product or service that you sell? Do you use the CRM product entity? If you have this set up as a lookup field on the contact or lead records in CRM, you can use this feature for this scenario as well. In a quote request type form, you can ask what product they want a quote for and that can automatically set the product lookup field to the right product.
There are many other possibilities here as well! Comment on this post to share with us the ways you are using this new feature!
Don’t see the field you want in the mapping dropdown? If you created a brand new CRM field, you will need to make sure you publish your customizations. In addition, you will want to make sure that you publish the metadata, so that these custom fields are visible in the mapping dropdown.